Financial Advisor
CAREER DESCRIPTION At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. REQUIREMENTS 4-Year Degree Entrepreneurial Mindset Desire to Help Others Highest Level of Integrity & Ethics Interpersonal & Relationship Skills Affinity for Education & Professional Development Goal & Commitment Oriented SIE, Series 7 & 66 License, Life and Health (Have or will Obtain) WHAT WE PROVIDE Industry-Leading, Proprietary Training and Education Systems Proprietary Planning Software Team-Work Culture Free Licensing Access to study and licensing materials– reimbursements for tests. Advanced Planning Team Accountability and Marketing Coaches * Learn more about our accolades here: | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 View phone number on click.appcast.io. . PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License#0I29680| 7540390.1 Exp. 01/27 Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Honolulu, HI3 days ago$150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...SuggestedWork at officeRemote workAQI Services LLC
Honolulu, HI3 days ago$43k
...with branches and licensed branch employees to grow the investment business.Major Job AccountabilitiesProvides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need.Uses engagement and...SuggestedWork experience placementWork at officeImmediate startAmerican Savings Bank
Honolulu, HI4 days ago$48k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...management programs on bank or credit union premises.Financial Advisor | Credit Union Wealth Management - Hawaii State Federal Credit...SuggestedFull timeWork experience placementFlexible hoursCetera Financial Group
Honolulu, HI4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Honolulu, HI20 hours ago$40k - $43k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...align with your experience and career goals. Financial Advisor - Mandarin/Cantonese Required Individual Contributor Incentive...Full timeWork at officeImmediate startCetera Financial Group
Honolulu, HI1 day ago- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
Eagle Strategies
Honolulu, HI4 days ago $61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Honolulu, HI20 hours ago$200k
...Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...your experience and career goals. Bank of Hawaii - Bankoh Advisors: Under the direction of the Manager, this position provides...Full timeWork experience placementWork at officeLocal areaFlexible hoursWeekend workAfternoon shiftCetera Financial Group
Honolulu, HI4 days ago- Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Full timeWork at officeLocal areaFlexible hours
Equitable Advisors
Honolulu, HI1 day ago - ...Financial Advisor Career at Northwestern Mutual Hawai'i *APPLICANTS MUST CURRENTLY LIVE IN HAWAI'I* (Oahu, Big Island, Maui, and/or Kauai) Job Summary: As a Financial Advisor, you will provide personalized recommendations to clients, helping them achieve their financial...Full timeLive in
Northwestern Mutual
Honolulu, HI2 days ago - ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients an established wealth management... ...Service Advisor/Associate Advisor is to deliver comprehensive financial planning services and an exceptional client experience to...
Lead Advisor
Honolulu, HI4 days ago $48k
...for an accommodation or an alternative application process. Full Time Professional College Walk, Honolulu, HI, US The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction...Full timeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Honolulu, HI20 hours ago$86.9k - $198k
...contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent...Full timeContract workPart timeLocal areaRemote workBooz Allen
Honolulu, HI20 hours ago$47.2k - $84.41k
...Business Segment by working with existing and forming connections with potential new Small Business client's to help them reach their financial goals. The Business Banker also leverages Credit Analysis skills to properly grow their portfolio and does due diligence to...Work experience placementMonday to FridayFirst Hawaiian, Inc.
Honolulu, HI2 days ago$48k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ....Hawaii State Federal Credit Union:We are seeking a Wealth Advisor to assist our members with Financial Planning, Estate Planning,...Full timeWork experience placementFlexible hoursCetera Financial Group
Honolulu, HI2 days ago$60k
...process-oriented, organized individual who thrives in a fast-paced environment.The Financial Services Associate is part of a team that provides key operational support to financial advisors, engaging with both the advisors and their clients. A proactive professional with...Work at officeNorthwestern Mutual
Honolulu, HI4 days ago$150k - $180k
...meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals,... ...Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role...Work at officeRemote workRelocationPCM Encore
Honolulu, HI4 days ago$250 per week
...industry experience required and ALL MAJORS ARE WELCOME! College Financial Representatives (CFRs) at Northwestern Mutual - Hawai'i are... ...Receive one-on-one mentorship from a full-time Financial Advisor in our firm Build life skills that create future career opportunities...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Honolulu, HI1 day ago- Description:: Join our expanding team in Honolulu. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You...Full time
- ...Experienced Financial Advisor Location: Hawaii, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing...Full time
- ...loans and borrowersTimely renewal and/or extension of loansMinimizes all delinquencies (payment and tickler delinquencies)Follows financial trends of respective borrowersAppropriately recommends waivers/amendmentsMaintains credit files incompliance with Bank Credit Policies...Work at office
CPB
Honolulu, HI4 days ago - Position Function:The Cash Management Manager is a senior commercial banking leader with full accountability for the financial performance, product strategy, and operational health of CPB's commercial cash management and treasury management services business. This role...Work at office
CPB
Honolulu, HI20 hours ago - Job DescriptionAnalyzes enterprise-wide financial performance to support strategic planning and decision-making processesFacilitates the development of sophisticated financial reporting frameworks that integrate multiple business segmentsDesigns complex financial models...
HMSA
Honolulu, HI20 hours ago $86.8k - $113.93k
...Manager to develop and grow a portfolio of Hawaii business relationships. As the lead relationship advisor, you will originate new business, understand each member’s financial and operating needs, structure sound credit and banking solutions, and bring together the right...Full timeLocal areaFlexible hoursHawaii State Federal Credit Union
Honolulu, HI4 days ago- ...investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business... ..., analytical, and clerical sales support to the Wealth Advisors, if the position is with a Wealth Advisor Team.Performs all duties...Work at office
CPB
Honolulu, HI4 days ago $60k - $65k
.... Bachelor’s degree in accounting, finance, or related field required; advanced degree preferred (MBA, MFin, CPA). Proficiency in financial management software such as QuickBooks; familiarity with Microsoft Excel for financial analysis and reporting is essential. Ability...Full timeFor contractorsWork at officeLocal areaFlexible hours- Job Summary The Financial Aid Counselor-Customer Service position reports to the Associate Director of Customer Service and Programs. This position advises and counsels students, parents and the HPU community on all aspects of financial aid programs, eligibility, budgeting...Visa sponsorshipRelocation packageAll shiftsAfternoon shift
$72k - $80k
Financial Analyst - Financial Planning & Analysis Redaptive is searching for a detail‑oriented Financial Analyst to join our growing FP&A team. The position reports to the Sr. Manager FP&A and will play an important role in informing strategic decisions, modeling future...Immediate startFlexible hours
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